FDV ETF

FDV ETF
$32.80
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Returns Overview

1 Month
-6.08%
6 Months
+2.08%
YTD
+9.88%
1 Year
+13.05%
3 Years (annualized)
+12.45%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would FDV have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Total Return Index(^SP500TR:SP)
This ETF (YTD)
+9.88%
Peer Avg (YTD)
+10.00%
vs Peers
-0.12%

FDV ETF Performance

FDV performance across multiple time periods: 1-month -6.08%, YTD 9.88%, 1-year 13.05%, 3-year 12.45%.

FDV returns trail the peer average of 10.00% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this ETF.

FDV vs another fund shows side-by-side returns. FDV alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-6.08%N/A
3 Months+0.00%N/A
6 Months+2.08%N/A
1 Year+13.05%N/A
3 Years+12.45%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized